Add a Service Provider Company

It is Important that you add all of the Service Provider companies that are providing services to your clients. You can also create Service Providers in the Invoice Entry Creation screen.

Before creating an Individual Provider records, it's important their Service Provider Company is added in Careview. 

Use the following steps to add a Service Provider company.

1.      Click on Resources from the Main Menu, and click to choose Service Providers.

2.           The Service Providers screen displays a list of all existing service providers. Click Create New.

Check to make sure the Service Provider company you are adding does not already exist.

Use the Search and Status Filter to quickly find a Service Provider Record.

3.           The New Service Provider screen displays.  Complete the information on this screen.

For Plan Managers if you need to be able to send a Remittance to the Service Provider ensure the Send Remittance option is ticked. 

If you want to Exclude this Service Provider from being paid via the ABA file process tick the Exclude From ABA File

NDIS ABN codes EXCLS for ‘ATO Excluded Supply’ or REIMB for ‘Participant Reimbursement’ can be added in the ABN Field in the Service Provider record.

 

4.      Click on Save, and an ABN Lookup Validation check will be performed immediately and a result will be displayed in the Service Provider List.

5.     The new Service Provider record is added to the end of the list of Service Providers and given the next consecutive identifying number.

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